4. Checking Progress and Updating Status
Year end tax home
① [Confirmation of each badge recipient]
② [Confirmation of eligible employees for each item]
Changing status
There is an application for a personal change from year end tax wizard.
【Notes when adding a spouse or family member】
There are various certificates to be submitted.
A. To update multiple employees
B. To update individually
Checking YTA Flow Overview
You can check the process of submitting tax filings, starting from the wizard input request email.
ADMIN[Year end tax] - [Year end tax] - [About year end taxes]
The next step is to send request to year end tax wizard email.
4. Checking Progress and Updating Status
YEAR-END TAX ADJUSTMENT DASHBOARD can be used to check the progress and status.
By clicking on each badge or the name of the item, such as "Eligible" or "Requires data collection," you will be able to see who is eligible for each.
Year end tax home
Overall progress and status can be checked from the Year end tax home screen.
Click on the desired field to display employees that apply.
① [Confirmation of each badge recipient]
Click on the badge at the top of the screen to display the filtered targets at the bottom of the screen.
② [Confirmation of eligible employees for each item]
Click the field you would like to check. The appropriate employee list will be displayed below.
If the employee has requested a change of status from the YTA wizard (there is a change request), please refer to "There is an application for a personal change from year end tax wizard" in the following [Changing status] and "Verify changes" or reject the request.
Changing status
As shown in the previous section, if the “Next action” is anything other than “Completed,” click on the “Next action” shown in blue (a link) to proceed to the next status.
There is an application for a personal change from year end tax wizard.
Two badges will be displayed, one for change requests other than family member and the other for changes requests related to family members.
Make sure that the subject's personal change application is verified.
If there are various deduction certificates attached from the employee, please also complete this action before proceeding to the next action.
① Click “View change requests” in “Next action”.
② The "Pending year end tax change requests" screen will open (Requests for personal change for year end tax only).
③ Confirm the changes and check the items to be confirmed.
④ Click on "Verify changes".
⑤ Change requests other than family member will be moved to "Verified". The family member changes requests will be moved to "Verified/applied".
"Verified" and the name of the confirmed employee will be displayed.
Clicking on each item (Pending normal, etc.)" will display only the corresponding requests.
To check other employee change requests, click on “Return to list” at the upper right corner of the screen.
＊＊Other change requests can be approved from this screen＊＊
ADMINS[Year end tax] -[Year end tax] - [Year end tax change requests]
Notes: On the screen after clicking “Pending,” select “Verify changes” for “Change requests (other than family member)” or “Approve requests” for “Family member changes requests.
The procedure is the same as when you do it on the target employee's screen.
Click each item (e.g. "Pending") to see the filtered results.
To return to Year end tax home page, click on “Return to year end tax home” at the upper right corner of the screen.
For employees who have only changed their personal and have not submitted various certificates, this is complete.
Dayforce will update the status after this.
【Notes when adding a spouse or family member】
Employees can add new spouses and family members through the YTA Wizard.
However, their entry screen does not have fields for setting up social insurance dependent and tax dependents for the spouse (or family member).
It is set by “Social insurance dependent: No (Off)” and “Tax dependent: Yes (On)”.
If it differs from the default, the admin authority can change that setting before approving it.
<Flow for changing settings other than “Social insurance dependent: No (Off)” and “Tax dependent: Yes (On)”>
① If any of the following applies to a spouse (or family member) added by the employee in the YTA Wizard, the employee contact HR or other appropriate department to inform them of the change (including whether the same or different settings will be used next year).
・Social insurance dependent: Yes /Tax dependent: Yes
・Social insurance dependent: Yes /Tax dependent: No
・Social insurance dependent: No /Tax dependent: No
*If applicable, the employee manual will state “Please contact HR or other department in charge of the change.”
2024 Year-End Tax Wizard User Manual③Confirmation of spouse / family information
② Click on the “Pending” badge under “Family member changes requests”.
*If you receive a change request from an employee after you have approved it, click on the “Verified & applied” badge. You can change the settings even after approval.
③ From among the employees displayed in the lower row, click “Family member this year [New]” for the employee who requested to change the settings for social insurance dependent or tax dependent in ①.
*If the employee does not request any changes, click “Approve requests” as is. It is set in “Social insurance dependent?: No” and “Tax deduction eligible?: Yes”.
④ Make sure the “This year (2024)” tab is selected and click “Edit.”
*If an employee has requested more than one family member to be added as a new family member from the YTA Wizard, multiple names will be displayed. Click “Edit” on the name of the family member for whom he/she has requested to change the Social insurance dependent or Tax dependent settings.
■(non-spouse) family member screen
■Spouse screen
⑤ These are set in “Social insurance dependent?: No” in “Social insurance setting” and “Tax deduction eligible?: Yes” in “Tax settings.”
⑥ Change the settings to what the employee has requested to change.
(Example above: Change to “Social insurance dependent?: Yes”)
⑦ Click “Approve request. The approval will be completed with the changes made in ⑥.
*When the change request is received after approval, click “Save”. Saving is completed with the changes made in ⑥.
⑧ Click on the “Next year (2025)” tab.
⑨ Click on “Edit.”
⑩ Change the settings using the same procedure as ⑥ and ⑦, and then approve (“Save” when the change request is received after approval).
⑪ On the “Year end tax change request” screen, click the “Verified & applied” badge under “Family member changes requests.
The name of the employee approved (saved) above will be displayed at the bottom of the screen.
＜How to check the date and time of the change, the person who made the change, and the details of the change>
You can check the “Audit trail” in “Manage employees > Settings” for that employee.
You can also refer to this flow here.
【2024 年末調整/YTA】年末調整ウィザードから配偶者や家族を追加時の注意点とお願い/Note and request when adding a spouse or family member from YTA wizard
There are various certificates to be submitted.
① Click "Wizard completed" on the Year-end tax adjustment dashboard page.
The corresponding employee will be displayed in the bottom row.
② This includes employees who have approved all "all change requests" in the previous section.
They will be displayed as follows.
・Processing status: Non-changes requests "Evidence uncollected"
Changes requests “Change requests verified”
・Next action: “Set as collected”
③ Click "Set as collected".
④ “Apply this action to this employee?” message box will be displayed.
Select either action A or B.
A. To update multiple employees
Choose and click this action to update multiple employees with the same “Next action” in bulk.
In the Bulk settings screen, add the target employees and click “Set selected as [Collected].”
B. To update individually
Choose and click this action to update individually.
⑤ If you set the certificate as "Set as collected", it will be displayed as shown below.
・Processing status: “Evidence collected”
・Next action: “Sent to vendor”
【What to do after the evidence is sent to Dayforce】
*Only the employee who collected the evidence
Be sure to change the status to the next action "Sent to vendor" after ”Evidence collected".
① When you have confirmed that the certificate is attached, click "Sent to vendor".
Select either multiple employees or this employee on the confirmation screen to update.
② The "Next action" will be updated to "Done".
After the Done status, the processing status will be updated by Dayforce.
Previous "Year-End Tax User Manual【For Administrator】①". Click here
Click here for the Japanese version of this manual.
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